Supervisory Referral Forms - University Of Rochester Medical Center

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UR Medicine EAP Supervisory Referral Protocol
1. Supervisor identifies employee job performance problem and reviews with
designated Human Resources Representative.
2. HR completes the UR Medicine EAP Supervisory (Job Performance Referral
Form.” Please note: Referral Form will be shared with employee.
3. Supervisor discusses the job performance referral to EAP with the employee,
and provides contact information for UR Medicine EAP to obtain an
appointment. Supervisor gives the employee a clear time frame within which
employee is expected to call EAP (usually 24 hours). Employee is provided
with Authorization to Release Information form to sign, allowing UR
Medicine EAP to confirm when initial appointment is scheduled and
attended.
4. HR sends to UR Medicine EAP via confidential fax 475-9516 the following
forms: completed Supervisory Referral form, copies of written documentation
of disciplinary action and signed Authorization to Release Information form.
5. UR Medicine EAP will notify HR when the employee has scheduled the initial
appointment.
6. At first meeting with the EAP clinician, a signed Release of Information
Form will be obtained from the employee, which will allow UR Medicine EAP
to contact HR with follow-up information. A Job Performance Referral
Follow-up Form will be completed at routine intervals to keep HR updated
on the employee’s progress.
7. If an employee is referred outside the EAP for treatment, the employee must
sign a Release of Information Form allowing UR Medicine EAP to
maintain contact with HR and the treating clinician and act as an
intermediary. UR Medicine EAP accepts the responsibility to monitor the
employee’s progress and routinely report back to the HR Representative using
the follow-up form. This process allows EAP the opportunity to continually
monitor the compliance of the employee and treatment progress.
8. UR Medicine EAP will provide education and support to address issues
contributing to performance issue. Supervisors will continue to monitor and
address performance. The Job Performance Referral Process will terminate
when UR Medicine EAP counselor, in consultation with HR liaison,
determines that client has successfully completed treatment plan.

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